THE PERFECT RIA |Follow Up Friday - 10X Your Practice

Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your practice, and your team and are you surrounding yourself with people who aspire to achieve more? What symptoms and processes are you putting into place, and out of your head, to help you reach those goals? Listen in as we recap this week’s highlights and action items.

The Perfect RIA Nation Power Session – March 29, 2023 – Save Your Spot Today!

Listen to this week’s episodes:

10X Your Practice [Episode 195]

What Works Wednesday – An Abundance Mindset With Guest Bryan Sweet

Worlds to Conquer – Change Happens When Four Things Occur In Your Life

Recommended Podcast

Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

Understanding risks with your fee billing.

From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

Learning from other successful companies.

Year-End Business Planning How To

Business planning and the path to your goals.

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

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Follow Up Friday – 10X Your Practice

Recommended Podcast

Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

Year-End Business Planning How To

Contact Us

Join our Program

Who referred you?